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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $777 | $25,014-96.9% | $69,701-98.9% | $80,874-99.0% |
| Participation rate | 65.4% | 64.2%+1.1pp | 66.4%-1.1pp | 67.6%-2.3pp |
| Annual return | 13.09% | 19.07%-6.0pp | 100.32%-87.2pp | 35.62%-22.5pp |
| Employer contribution / active EE | $783 | $993-21.2% | $1,713-54.3% | $2,756-71.6% |
| Participant deferral / active EE | $2,205 | $1,839+19.9% | $2,887-23.6% | $4,297-48.7% |
| Admin fee / account holder | $684 | $2,488-72.5% | $4,717-85.5% | $6,935-90.1% |